No. of buys/adds (reported so far): 1033
Q4 2023 and Q1 2024
| Symbol | Stock | %▼ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| MSFT | Microsoft Corp. | 0.207 | 9 | $384.81 | $409.22 | $302.59 | 35.24 | $430.82 |
| HCC | Warrior Met Coal Inc. | 0.193 | 1 | $60.97 | $66.13 | $31.51 | 109.87 | $71.82 |
| CHTR | Charter Communications | 0.176 | 10 | $371.05 | $267.97 | $236.08 | 13.51 | $458.30 |
| AMZN | Amazon.com Inc. | 0.167 | 7 | $156.52 | $188.70 | $105.16 | 79.44 | $189.77 |
| EXPE | Expedia Group Inc. | 0.162 | 1 | $151.79 | $112.88 | $88.81 | 27.10 | $160.05 |
| DIS | Walt Disney Co. | 0.154 | 4 | $95.12 | $105.40 | $78.48 | 34.30 | $123.74 |
| BRK.A | Berkshire Hathaway CL A | 0.150 | 2 | $553987.90 | $610200.00 | $482500.00 | 26.47 | $647039.00 |
| DHR | Danaher Corp. | 0.135 | 6 | $234.10 | $248.86 | $181.70 | 36.96 | $268.71 |
| ARCH | Arch Resources Inc. | 0.131 | 1 | $160.06 | $98.75 | 62.09 | $187.60 | |
| NATL | NCR Atleos Corp. | 0.121 | 3 | $24.00 | $22.36 | $18.00 | 24.22 | $26.00 |
| CVS | CVS Health Corp. | 0.115 | 5 | $79.44 | $55.73 | $53.70 | 3.78 | $81.71 |
| ORCL | Oracle Corp. | 0.111 | 4 | $109.15 | $117.87 | $94.74 | 24.41 | $132.35 |
| MCO | Moody's Corp. | 0.103 | 4 | $390.76 | $394.16 | $297.55 | 32.47 | $406.70 |
| C | Citigroup Inc. | 0.098 | 6 | $56.40 | $62.03 | $37.00 | 67.65 | $63.35 |
| PRAA | PRA Group Inc. | 0.097 | 1 | $25.04 | $11.85 | 111.31 | $31.43 | |
| GOOGL | Alphabet Inc. | 0.093 | 9 | $141.79 | $171.20 | $107.19 | 59.72 | $174.71 |
| HCA | HCA Healthcare Inc. | 0.088 | 6 | $271.13 | $314.46 | $215.03 | 46.24 | $335.83 |
| NVRO | Nevro Corp. | 0.085 | 1 | $11.53 | $10.27 | 12.27 | $28.89 | |
| SQ | Block Inc. | 0.074 | 2 | $77.35 | $71.60 | $38.85 | 84.30 | $87.52 |
| EL | Estee Lauder Cos. | 0.073 | 4 | $149.54 | $129.51 | $101.23 | 27.94 | $203.89 |
| NKE | NIKE Inc. | 0.067 | 3 | $102.14 | $93.78 | $88.05 | 6.51 | $124.75 |
| WBD | Warner Bros. Discovery Inc. | 0.063 | 3 | $10.87 | $7.77 | $7.34 | 5.86 | $14.76 |
| PAYC | Paycom Software Inc. | 0.062 | 2 | $206.72 | $176.57 | $145.54 | 21.32 | $371.99 |
| PFE | Pfizer Inc. | 0.061 | 5 | $28.32 | $27.77 | $25.20 | 10.20 | $38.81 |
| MGM | MGM Resorts International | 0.061 | 2 | $44.68 | $40.64 | $34.12 | 19.11 | $51.35 |
| CP | Canadian Pacific Kansas City | 0.060 | 4 | $79.09 | $81.30 | $68.69 | 18.36 | $91.43 |
| GT | Goodyear Tire & Rubber | 0.059 | 2 | $14.32 | $12.42 | $10.95 | 13.42 | $16.51 |
| AAP | Advance Auto Parts | 0.057 | 1 | $74.53 | $47.38 | 57.30 | $125.32 | |
| LNC | Lincoln National | 0.055 | 2 | $31.91 | $29.17 | $17.29 | 68.71 | $31.96 |
| CVNA | Carvana Co. | 0.054 | 2 | $63.87 | $116.67 | $10.16 | 1048.33 | $129.00 |
| VTLE | Vital Energy Inc. | 0.053 | 2 | $45.49 | $53.64 | $40.00 | 34.10 | $62.87 |
| CHRD | Chord Energy | 0.053 | 1 | $178.73 | $129.62 | 37.89 | $190.23 | |
| BBWI | Bath & Body Works Inc. | 0.051 | 3 | $43.16 | $47.22 | $27.02 | 74.76 | $50.34 |
| BCC | Boise Cascade Company | 0.051 | 2 | $130.69 | $68.10 | 91.91 | $154.67 | |
| INTU | Intuit Inc. | 0.051 | 1 | $627.82 | $641.34 | $395.15 | 62.30 | $669.14 |
| GE | GE Aerospace | 0.049 | 4 | $130.00 | $168.93 | $77.49 | 118.00 | $170.80 |
| BRKR | Bruker Corp. | 0.049 | 1 | $74.34 | $53.65 | 38.56 | $94.86 | |
| PTEN | Patterson-UTI Energy Inc. | 0.048 | 1 | $10.80 | $11.02 | $9.45 | 16.61 | $15.85 |
| TOST | Toast Inc. | 0.048 | 1 | $18.26 | $23.71 | $13.77 | 72.19 | $27.00 |
| ALIT | Alight Inc. | 0.048 | 1 | $8.53 | $9.29 | $6.33 | 46.76 | $10.38 |
| PM | Philip Morris Intl. | 0.046 | 2 | $94.07 | $97.51 | $84.34 | 15.62 | $99.90 |
| CPAY | Corpay Inc. | 0.046 | 2 | $282.61 | $304.57 | $220.39 | 38.20 | $319.05 |
| AXP | American Express | 0.044 | 1 | $209.55 | $234.55 | $140.02 | 67.51 | $240.55 |
| VZ | Verizon Communications | 0.043 | 5 | $40.33 | $39.30 | $29.16 | 34.77 | $42.73 |
| CRH | CRH plc | 0.043 | 4 | $77.90 | $80.95 | $50.55 | 60.14 | $88.00 |
| GPN | Global Payments Inc. | 0.043 | 4 | $133.65 | $110.87 | $94.57 | 17.24 | $141.51 |
| FIS | Fidelity National Information Services | 0.042 | 7 | $63.47 | $74.32 | $46.26 | 60.66 | $75.71 |
| CVX | Chevron Corp. | 0.042 | 4 | $149.16 | $162.70 | $138.11 | 17.80 | $168.08 |
| UGI | UGI Corp. | 0.041 | 4 | $24.54 | $24.56 | $19.57 | 25.50 | $28.34 |
| BABA | Alibaba Group Holdings | 0.041 | 3 | $75.08 | $79.39 | $66.63 | 19.15 | $101.14 |
| LGIH | LGI Homes Inc. | 0.041 | 3 | $133.39 | $98.32 | $84.16 | 16.83 | $141.91 |
| ASHTF | Ashtead Group plc | 0.041 | 1 | $69.63 | $74.44 | $55.87 | 33.24 | $76.52 |
| PSX | Phillips 66 | 0.040 | 1 | $133.14 | $145.21 | $87.47 | 66.01 | $174.08 |
| K | Kellanova | 0.037 | 7 | $56.46 | $61.64 | $46.64 | 32.16 | $68.75 |
| GEHC | GE HealthCare Technologies Inc. | 0.037 | 2 | $78.83 | $81.42 | $62.28 | 30.73 | $94.43 |
| COF | Capital One Financial | 0.037 | 2 | $133.76 | $142.57 | $83.34 | 71.07 | $149.94 |
| DG | Dollar General | 0.036 | 4 | $140.45 | $139.94 | $100.28 | 39.55 | $217.74 |
| TLPFF | Teleperformance SE | 0.036 | 1 | $108.00 | $88.68 | 21.79 | $178.50 | |
| PDD | Pinduoduo Inc. | 0.036 | 1 | $123.08 | $137.68 | $59.67 | 130.74 | $152.99 |
| TEX | Terex Corp. | 0.035 | 3 | $57.92 | $60.49 | $43.42 | 39.31 | $65.89 |
| PGR | Progressive Corp. | 0.035 | 2 | $162.15 | $215.54 | $111.21 | 93.81 | $216.33 |
| CMCSA | Comcast Corp. | 0.034 | 5 | $43.48 | $38.51 | $36.43 | 5.71 | $46.42 |
| KMX | CarMax Inc. | 0.034 | 4 | $79.16 | $69.25 | $59.66 | 16.07 | $88.22 |
| PYPL | PayPal Holdings Inc. | 0.034 | 3 | $61.04 | $65.93 | $50.25 | 31.20 | $76.54 |
| BMY | Bristol-Myers Squibb | 0.034 | 3 | $52.60 | $44.04 | $43.33 | 1.64 | $66.25 |
| ZTS | Zoetis Inc. | 0.034 | 3 | $191.60 | $168.48 | $144.80 | 16.35 | $200.89 |
| IEP | Icahn Enterprises | 0.034 | 1 | $17.19 | $13.71 | 25.38 | $29.45 | |
| AAPL | Apple Inc. | 0.033 | 9 | $188.55 | $182.35 | $164.08 | 11.13 | $199.11 |
| CPB | Campbell Soup | 0.033 | 4 | $44.43 | $45.18 | $37.31 | 21.09 | $53.03 |
| LPLA | LPL Financial Holdings Inc. | 0.033 | 3 | $239.67 | $268.83 | $184.89 | 45.40 | $276.12 |
| WTW | Willis Towers Watson plc | 0.033 | 2 | $243.13 | $254.90 | $191.15 | 33.35 | $277.07 |
| BX | Blackstone Group | 0.033 | 2 | $131.07 | $121.49 | $77.63 | 56.50 | $132.66 |
| UPS | United Parcel Service | 0.032 | 4 | $155.66 | $147.13 | $130.67 | 12.60 | $186.94 |
| MTD | Mettler-Toledo International Inc. | 0.032 | 3 | $1212.96 | $1247.13 | $928.50 | 34.32 | $1411.61 |
| SWKS | Skyworks Solutions Inc. | 0.032 | 2 | $92.57 | $82.76 | 11.85 | $113.64 | |
| JD | JD.com Inc. | 0.032 | 2 | $28.89 | $32.14 | $20.24 | 58.79 | $40.78 |
| AMD | Advanced Micro Devices | 0.032 | 1 | $147.41 | $154.45 | $93.12 | 65.86 | $227.30 |
| DE | Deere & Co. | 0.031 | 6 | $404.69 | $405.70 | $340.76 | 19.06 | $445.13 |
| BAX | Baxter International Inc. | 0.031 | 4 | $42.09 | $36.12 | $30.55 | 18.23 | $49.12 |
| MCK | McKesson Corp. | 0.031 | 3 | $462.98 | $545.44 | $372.29 | 46.51 | $546.60 |
| VLTO | Veralto Corp. | 0.030 | 2 | $88.61 | $97.28 | $65.37 | 48.81 | $97.39 |
| TSN | Tyson Foods | 0.029 | 6 | $58.73 | $58.90 | $44.07 | 33.65 | $62.04 |
| FMC | FMC Corp. | 0.029 | 4 | $63.62 | $66.76 | $48.58 | 37.42 | $108.47 |
| RPRX | Royalty Pharma plc | 0.029 | 3 | $28.09 | $28.26 | $25.17 | 12.28 | $34.06 |
| CROX | Crocs Inc. | 0.029 | 2 | $136.55 | $74.00 | 84.53 | $146.79 | |
| BRK.B | Berkshire Hathaway CL B | 0.028 | 7 | $377.64 | $406.01 | $317.71 | 27.79 | $430.00 |
| AEP | American Electric Power | 0.028 | 3 | $84.96 | $89.86 | $66.29 | 35.56 | $89.94 |
| MEDP | Medpace Holdings Inc. | 0.028 | 2 | $306.53 | $402.51 | $197.39 | 103.92 | $421.00 |
| CNHI | CNH Industrial NV | 0.026 | 2 | $12.38 | $11.91 | $9.77 | 21.90 | $15.74 |
| CLX | Clorox Co. | 0.026 | 2 | $142.93 | $141.16 | $112.78 | 25.16 | $164.74 |
| SDRL | Seadrill Ltd | 0.026 | 2 | $47.28 | $51.06 | $34.48 | 48.09 | $53.58 |
| EVH | Evolent Health Inc. | 0.026 | 1 | $27.61 | $23.33 | 18.35 | $35.83 | |
| ACIC | American Coastal Insurance C | 0.026 | 1 | $10.55 | $3.84 | 174.74 | $14.25 | |
| UBER | Uber Technologies Inc. | 0.025 | 3 | $62.75 | $70.41 | $37.07 | 89.94 | $82.14 |
| THC | Tenet Healthcare Corp. | 0.025 | 3 | $75.57 | $124.08 | $51.04 | 143.10 | $124.92 |
| HUM | Humana Inc. | 0.025 | 2 | $420.68 | $324.66 | $298.61 | 8.72 | $536.74 |
| V | Visa Inc. | 0.024 | 9 | $263.06 | $276.53 | $214.88 | 28.69 | $290.96 |
| CBRE | CBRE Group | 0.024 | 5 | $93.27 | $86.53 | $64.63 | 33.89 | $98.65 |
| VRSN | Verisign Inc. | 0.024 | 2 | $205.96 | $169.56 | $167.05 | 1.50 | $229.72 |
| BIG | Big Lots Inc. | 0.023 | 1 | $3.57 | $3.13 | 14.06 | $11.06 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.